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Texas Capital Bank Investment Bank Associate (Sponsor Coverage) in Dallas-Corporate Headquarters, Texas

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.

The Financial Sponsor Coverage (FSC) group is part of our investment bank. Led by a group of experienced bankers, our dedicated coverage team understands the needs of private equity funds and sponsor backed companies. From acquisition and subscription financings to portfolio company sales, our team has extensive experience with the financing and advisory needs attendant to private equity ownership. Partnering with our industry and product experts, our dynamic and knowledgeable FSC team actively covers an extensive range of financial sponsors and private equity firms.

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.

The Financial Sponsor Coverage team is looking for a dedicated individual who wants to learn and grow within the sponsor ecosystem. In this role they will be engaging all verticals, product groups and functions within the bank and therefore, be very visible internally. In addition, the team is looking for individuals who want to be part of something larger and want to, over time, expand into a role that includes client facing responsibilities.

  • Conducting comprehensive and in-depth private equity fund, company and industry research

  • Preparing PowerPoint presentations and other materials for internal and external use

  • Keeping Salesforce up to date for the FSC team

  • Participating in due diligence sessions, assisting in guiding transactions through credit approval, including cooperating with underwriters and portfolio managers

  • Playing a key role supporting origination, opportunity evaluation and deal execution, working on a broad scope of assignments and products across various industries

  • Working closely with senior bankers in day-to-day financial sponsor coverage and expected to make an immediate contribution

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

  • Exceptional credit skills with formal training from a bank, credit fund, private equity firm or nationally recognized credit training program

  • Familiarity with leveraged finance credit products

  • Knowledge of documentation requirements

  • Ability to identify risk factors and potential mitigates

  • Ability to monitor and engage on multiple transactions at one time

  • Ability to work collaboratively with internal partners

  • Ability to communicate effectively at all levels

  • Ability to prioritize and organize to meet multiple conflicting deadlines

  • Ability to identify trends and implement process changes to improve both internal and external customer experience

  • Exceptional writing, interpersonal and communication skills

  • Extraordinary levels of motivation and initiative

  • Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization

  • Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations

Req No.: 2023-9679

Street: 2000 McKinney Ave

External Company URL: www.texascapital.com

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